The Only Board Pack Template US CFOs Need

  • Ready-to-use template: Download professional pre-built board pack slides
  • Essential SaaS KPIs: We've included recommended SAAS metrics like CAC, MRR, LTV, churn, and more.
  • Board-ready visuals: Edit clear, professional charts.
  • Expert guidance: See how we highlight key insights and next steps

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Image of ScaleXP financial consolidation software charts and reports

Create polished, board‑ready presentations in 30 minutes

ScaleXP works alongside your existing accounting and CRM systems, ensuring you have all the relevant data at your fingertips.

  • Pick from a library of pre-configured templates that match your brand colours, simply apply your styling in just two clicks.
  • Generate dashboards and charts automatically using live data from your accounting and CRM systems, with no manual setup required.
  • Updates happen automatically each month, delivering consistently up‑to‑date presentations without reformatting.

Ease the reporting burden

ScaleXP eases the reporting burden on finance teams with smart reports that automatically track performance across multiple scenarios and create consistent presentations with clear insights, allowing you to:

  • Track company performance across budgets, forecasts, and actuals
  • Create professional charts and graphs with the drag-and-drop builder
  • Share dashboards with the board, by department, or by user
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What our customers say

ScaleXP is great at calculating MRR by click of a button compared to manual excel system which was very time consuming...
Arttu - Finance Director - Xero App Store Review
Thanks to ScaleXP we're now producing more insights, faster and with greater accuracy. The system is intuitive, user friendly and constantly improving. The team made us successful with the product from the outset.
Tom - CEO - Xero App Store Review
ScaleXP has given us hugely improved visibility on what is happening in the business and saves hours every month on reporting.
Jack - Commercial Analyst - Xero App Store Review
ScaleXP is great at calculating MRR by click of a button compared to manual excel system which was very time consuming...
Arttu Ollila - Xero App Store Review
Thanks to ScaleXP we're now producing more insights, faster and with greater accuracy. The system is intuitive, user friendly and constantly improving. The team made us successful with the product from the outset.
Tom Prince - Xero App Store Review
ScaleXP has given us hugely improved visibility on what is happening in the business and saves hours every month on reporting.
Jack Hooper - Xero App Store Review